More From CUSH Capital
Why First Internet Bancorp is an attractive investment opportunity
Unlike traditional banks, First Internet Bank said it does not maintain a costly branch network to serve its customers.
Why insider buying at Sprott Resource Corp. is a positive signal
Sprott Resource Corp., SRC (SCPZF), employs a disciplined approach when looking for investments. You can take this with a grain of salt but the company lists the fact that they have done due diligence on over 1,000 deals.
Why is Kinder Morgan an attractive investment?
The shale oil revolution makes KMI a long-term growth opportunity, but investors have lost confidence in the story after a FERC rate revision caused growth to slow in 2014.
New hospital trends benefit Computer Programs and Systems, Inc.
Computer Programs and Systems, Inc. (CPSI) investment thesis This section includes a description of the business and a quick summary of the key points to the investment thesis, including how the idea was originally brought to our attention. Computer Programs and Systems, Inc. (CPSI) is a healthcare information technology company that designs, develops, markets, installs […]
Kinder Morgan: A wide-moat stock and impressive management
The return on shareholders’ equity, their expanding profit margins, and growth rates generated by Kinder Morgan speak to the job that management is doing.
Sprott presents a compelling opportunity at a good trading price
While Sprott’s share price has been bottoming out due to the dividend cut, Long Run Exploration (LRE.TO), Sprott’s largest holding, has seen its share price increase over 30%.
Why Sprott Resource Corp. is an attractive investment
SRC passes our 3-M’s test (management, moat, and mis-pricing). Our analysis tells us that the company is worth north of CAD$3.50 based on its NAV.
Must-know: Kinder Morgan’s MLP assets
The primary cash inflows for KMI are from its general and limited partner stakes in KMP and EPB. KMI directly and indirectly owns approximately 10% of KMP.
Sprott Resource Corp.’s management has an impressive track record
Our experience with Steve Yuzpe has been an extremely favorable one and we have confidence in his abilities to lead the company going forward.
Why Sprott Resource Corp. is an attractive wide-moat stock
Sprott Inc.’s founder, Eric Sprott, is well known among financial circles for his successes in the investment sector. He is also known among Aboriginal circles for his support of First Nations peoples.
Must-know: Why First Internet Bancorp has a promising future
First Internet Bancorp (INBK) is a provider of online retail and business banking services nationwide. The company is the parent company of First Internet Bank of Indiana.
Computer Programs and Systems, Inc.’s superior value proposition
Computer Programs and Systems, Inc. (CPSI): Moat CPSI has a superior product and value proposition evidenced by their market share, ROE, margins, and through CUSH’s independent channel checks. CPSI has taken more hospitals to Meaningful Use than its next five direct competitors combined. Implementation of the CPSI’s EHR system is typically one to two months […]
Computer Programs and Systems, Inc.’s impressive management team
Computer Programs and Systems, Inc. (CPSI): Management team At CUSH, we hold a monthly investors club for area executives and other successful investors. One of the members got us excited about the idea after speaking very highly of the CPSI, sharing great insight. This, coupled with having recently read an article from Forbes[1. Forbes, “Land Shares […]